skills/docs.clickmax.io/clickmax-wallet-receivables

clickmax-wallet-receivables

Installation
SKILL.md

As tools abaixo aparecem com os nomes que o MCP da Clickmax registra. Se o seu cliente de IA prefixar nomes de tool (mcp__<servidor>__, mcp_<servidor>_, ou outro), use o nome já prefixado que aparecer na sua lista de tools.

When this applies

Use this skill for seller financial readiness and wallet questions: whether the seller can sell and receive, bank/receiving-account approval, available/pending/"a receber"/anticipatable balances, the wallet statement (extrato), and withdrawal (saque) history.

Not this skill:

  • sales/subscription KPIs and revenue analysis -> clickmax-payments-dashboard-analysis
  • refund/transaction mutations -> clickmax-transaction-operations

Key assumptions

  • Clickmax processes payments natively; there is NO external gateway (Stripe, PayPal, Mercado Pago, etc.) to configure to receive sales — never suggest one
  • "ready to sell" = sellerStatus: enabled; "ready to withdraw" also needs bankAccountStatus: approved (bank account is a withdraw-only requirement; sales made before it stay in the wallet)
  • bankAccountStatus = best of the pix/bank accounts (approved if either was accepted); bankAccountReason + bankAccountReasonReceiverType name the rejected one even when the status is approved
  • balances and "a receber" come from the wallet statement, not the sales dashboard
  • raw bank account numbers, pix keys, ids, and transaction hashes are never surfaced to the user
Installs
148
First Seen
Jun 18, 2026